Invesco Core Plus Bond’s experienced team applies a structured and fundamentally driven approach that has delivered over the long haul. The strategy earns a Morningstar Analyst Rating of Bronze across most share classes, while its more-expensive share classes are rated Neutral.
Invesco Core Plus Bond Y CPBYX
NAV / 1-Day Return
9.03
/
0.68
%
Total Assets
4.4 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Above Average
Longest Manager Tenure
13.32
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
1,000
Status
Open
TTM Yield
2.84%
Effective Duration
6.87
years
Morningstar’s Fund Analysis CPBYX
Will CPBYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPBYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CPBYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CPBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid core-plus strategy that has rewarded long-term investors.
